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Cannabis & Glass —Spokane, WA
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09528 Assistant Store Manager
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Assistant Store Manager. 9528
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Carter's —Spokane, WA
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Cannabis & Glass —Spokane, WA
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Duluth Trading Company —Spokane Valley, WA
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Oncology Account Executive
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assistant sales manager jobs near spokane, wa

Sr. Personal Financial Representative (Sr. Personal Banker)

GESA CREDIT UNION -
Spokane, WA

Apply Now

Job Details

Full-time
$20.00 - $33.07 an hour

Benefits

Commuter assistance
Paid holidays
Loan repayment program
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Volunteer time off
Life insurance

Qualifications

Opening bank accounts
Professional ethics
High school diploma or GED
Certified Notary Public
Technical Proficiency

Full Job Description

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

Get to know us: About - Gesa Credit Union

Role Summary:

The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.

What You Will Be Doing:

Provide exceptional member service to all whom we serve
Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns.
Have a core understanding of financial literacy and, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures
Offer appropriate products and/or services to deepen member relationships and refer to other expert team members as appropriate
Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships
Ensure branch equipment is always working properly and escalates non-repairable issues to leadership
Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions
Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
Mentor and help train new PFRs and MSAs
Proficient at understanding and completing branch audits and certifications
Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader
Fluidly transition between tasks as an MSA, Sr. MSA, or PFR
Assist non-members with establishing membership
Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
Discusses IRAs and HSAs with members and non-members and meets predetermined goals
Process international and domestic wire requests
Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies
Observe and monitor cash activity to ensure the branch and Team Members are following established cash limits
Opens consumer deposit accounts and consumer account maintenance
Able to place cash orders, supply orders, balance vault cash, and maintain ATMs
Review and process overrides/approvals within authority while minimizing risk
Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports
Perform transactions and service requests on member accounts in an accurate and timely manner
Accurately follow all cash handling procedures and balance cash drawer at the end of every shift
Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
Assist members with Digital Banking enrollment, navigation, resets, and maintenance
Assist members with complex and sensitive fraud disputes

About You:

Professional written and verbal communication
Make sound decisions that minimizes risk in a timely manner
Ability to ask open-end and clarifying questions to understand member needs and deepen relationships
Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership
Respect and support all areas of diversity in the workplace and our membership
Complete assigned training programs in timely and accurate manner
Participate in and support a team environment
Meet or exceed established service levels, job performance, and organizational goals
Constantly adapt to changing priorities with a positive attitude
Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
Exercises the utmost discretion and sensitivity when assisting with member transactions.

What You Will Need:

Education: High School Degree or equivalent required
Experience:
- Lending and account opening experience required
- Sales/relationship building experience required
- Cash handling experience preferred
- At least one year of customer service experience preferred
Notary Public
Demonstrate and support credit union values and service standards
Attend and engage in community events on behalf of the credit union
Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements
Demonstrate a high level of personal integrity and ethics
Report for work on time and maintain a schedule of regular attendance
Some travel may be required
Proficient with varying levels of technology

Our Team Member Value Proposition:

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:

Competitive Pay
Medical, Dental, Vision, and Life Insurance
20 days/year of Paid Time Off – Plus 10 Paid Holidays!
401(k) Match
Incentive Program
Tuition Assistance and Student Loan Repayment
Commuter Benefits
Paid Time Off to Volunteer in the Community
Product discounts
Engaging Work Environment
Rewards and Recognition Programs

Full Salary Range:

$20.00-$33.07

While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!"

Get wise to what’s possible with a career at Gesa. Join us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or [email protected] to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment credit/background check.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Equal Employment Opportunity (gesa.com)

Apply Now

Refine Your Search

assistant sales manager jobs in spokane, wa

Sr. Personal Financial Representative (Sr. Personal Banker)

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Assistant Store Manager

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About You:

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